Rockefeller Capital Management
IBMP icon

Rockefeller Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Rockefeller Capital Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Sell
7,550
-5,330
-41% -$135K ﹤0.01% 2626
2026
Q1 		$328K Buy
12,880
+1,123
+10% +$28.6K ﹤0.01% 2214
2025
Q4 		$299K Buy
11,757
+44
+0.4% +$1.12K ﹤0.01% 2162
2025
Q3 		$298K Buy
11,713
+1,082
+10% +$27.5K ﹤0.01% 2024
2025
Q2 		$270K Buy
+10,631
New +$268K ﹤0.01% 1673

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management's IBMP Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 41% in Q2 2026, selling an estimated $135K and leaving 7,550 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Rockefeller Capital Management first reported a position in IBMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $328K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Rockefeller Capital Management held 7,550 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $192K as of Q2 2026.
  • Rockefeller Capital Management sold 5,330 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2626 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $328K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.